Experience

Akambo Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Compliance and Licensee Support

  • Mar 2023 - Present

• Compliance Support

  • Apr 2021 - Mar 2023

• Business Services Coordinator

  • Jan 2019 - Apr 2021

  At Akambo, we are committed to providing the best financial services support network to empower our advisers, business partners and clients with market leading advice and investment solutions and the most advanced technology available. With direct & reliable access to trading markets, a wide selection of investments & boutique solutions along with our own AFS licence we are committed to creating an award-winning experience our clients can trust.We are transparent. The success of our business and strength of our many long-term client relationships reflects our dedication to operating with transparency, honesty and integrity. We strive to be clear and concise in all our communications, and to ensure details of all investments and costs are straightforward and easily accessible. We are deeply aware of the importance of our conduct to our employees, business partners, clients, regulators, investors and the public at large. Above all, we strive to earn and maintain their trust in all our daily endeavours.As a Business Development Associate, I take the opportunity to making a difference to people’s lives by helping the advisers tailor make their recommendations that cater to their specific circumstances and seeing the clients goal achieved.I have completed a Bachelor of Business, majoring in Banking and Finance in 2015 and completed Advance Diploma in Financial Planning in 2018. Annie enjoys working with the advisers and other specialists in dealing with holistic advice to all clients where she can explore the realms of superannuation, estate planning, insurance and investments. Show less



Centrepoint Alliance

• Australia
• Financial Services
• 1 - 100 Employee

• Business Development Associate

  • Nov 2017 - Dec 2018

  Centrepoint Alliance helms one of Australia’s leading networks of financial advisers and brokers. We help build future prosperity for hundreds of thousands of Australians. Our purpose is developing and supporting the best advisers and brokers in the industry. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong, prosperous businesses focused on meeting clients'​ needs. In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market. This community and the standards we set within it put us in a position of industry leadership and gives us a strong voice. We are creating a new breed of advisers and brokers, and setting a new standard of quality and advice Australians can trust. We are creating a new world of financial advice. As Business Development Associate, I work with Centrepoint Investments Solutions and support the national sales team. Providing distribution support and build rapports with advisers in our adviser network; coordinate and communicate relevant client updates and facilitate implementations of industry seminars. Show less



xseedwealth

• Australia
• Financial Services
• 1 - 100 Employee

• Client Relationship Coordinator

  • Jul 2017 - Nov 2017

  We are xseedwealth. Our name’s a bit different, because we are. We provide all the financial advice services other organisations provide, but we approach it differently. We know good financial management is about many small decisions made well over a long period – not a few big decisions that are set-and-forget. The little things matter. What doesn’t matter is where you start, or how. We can talk with you on the phone, by Skype, by email, face-to-face, whatever. Let’s make it easy to improve your life today, and in the future. And by the way, we know what we’re talking about because we’re backed by Centrepoint Alliance, Australia’s largest community of non-institutional advisers, which means we're not owned by a bank or insurance company. As a Client Relationship Coordinator for xseedwealth I assist my team in providing administrative support to our advisers and clients regarding their financial position or general enquiry . Our priority is to ensure our client are well informed and having that relationship where its not just a business transaction but throughout the years and having that rapport. Seeing our clients achieve their goals and celebrating their milestones is what it is all about and knowing that we played a part in it, it is priceless. Show less



EJM Financial Services

• Client service manager

  • Aug 2015 - Jul 2017

  As a Client Service Manager our priority is to ensure our client relationship by establishing the rapport from the start. We make sure the client is up to date with the whole process from start to finish in terms of meeting and greeting at fact find stage to completion call after implementing the strategy. I also have experience in lending administration using FLEX. The satisfaction of having clients achieve their goals are priceless and I am happy to be apart of their journey! As a Client Service Manager our priority is to ensure our client relationship by establishing the rapport from the start. We make sure the client is up to date with the whole process from start to finish in terms of meeting and greeting at fact find stage to completion call after implementing the strategy. I also have experience in lending administration using FLEX. The satisfaction of having clients achieve their goals are priceless and I am happy to be apart of their journey!



Crown Casino Ltd

• Croupier

  • Jan 2009 - Jul 2015

  As a Croupier, we explain the rules of the games played in the casino and make sure that the games take place in a friendly and fair manner. Main games includes American Roulette,Baccarat and minor games including Sic Bo and Big Wheel. Roles include: setting up the betting table before a game begins or closing the table at end of the shift welcoming new players to the table checking that all chips are placed on the table before the start of the day before it opens explaining the rules to players controlling the game and making sure players follow the rules collecting chips from losing bets making fast mental calculations of payouts to winners. Show less



La Porchetta

• Australia
• Restaurants
• 100 - 200 Employee

• Waitress

  • Jun 2007 - Sep 2008

  As a Waitress we greet customers, inform customers of daily specials, stock supplies, take orders, ensure that they are enjoying their meals and take action to correct any problems, serve food and beverages, along with cleaning the tables and collect payments from customers. As a Waitress we greet customers, inform customers of daily specials, stock supplies, take orders, ensure that they are enjoying their meals and take action to correct any problems, serve food and beverages, along with cleaning the tables and collect payments from customers.